Sentences with phrase «incurred by the portfolio»
The total expenses incurred by the portfolio in 2012 was therefore just 25 basis points.
http://www.canadiancapitalist.com/ Not exact matches
You also could incur large transaction costs by trying to implement an entire portfolio on your own.
By identifying these unconventional investment opportunities that can truly segregate risk amongst various asset classes, investors can realize historical market returns but incur less risk to their overall portfolio.
Please note that, in addition to the above fees, investors in any of these types of portfolios will incur fees charged by the issuers of the ETFs making up these portfolios.
The best Canadian ETFs can be a really good addition to your portfolio — if you choose carefully With the best Canadian ETFs you won't incur the regular capital gains taxes generated by the yearly distributions most conventional mutual funds pay out to unitholders.
Hedge current portfolio by short selling similar stocks or ETFs when you think the market may go down in the short term but don't want to sell the stocks you own to incur short - term capital gains.
The AIM Trimark Portfolios incur unnecessary turnover by rebalancing their existing portfolio every year.
While they are generally more inexpensive than their regular bond counterparts in terms of expense ratios due to their lower portfolio rebalancing and turnover, it is also true that they usually incur wider bid - ask spreads due to the low volumes triggered by the inactive trading thereby increasing the total cost of investments in them.
Fortunately, in recent years, RIA custodians have helped to fill this void by offering so - called «no - commission» or «no - transaction - fee» (NTF) platforms, where a set list of ETFs can be traded without incurring transaction costs... which has been especially helpful for advisors creating ETF portfolios for young savers.
For example, if you had a $ 100 million fund and the trading commissions for the year incurred by the fund manager to manage the portfolio was $ 1 million then the Trading expense ratio is 1 %.
By disposing of securities with accrued capital losses, investors can help offset taxes incurred by other parts of a portfolio that were sold at a capital... Read More&raquBy disposing of securities with accrued capital losses, investors can help offset taxes incurred by other parts of a portfolio that were sold at a capital... Read More&raquby other parts of a portfolio that were sold at a capital... Read More»
An investor would incur trading commissions in making the switch, which can be reduced by making the switch when adding new money or rebalancing the portfolio.
If the fund had insufficient cash to meet these requirements it may have to sell portfolio securities at a disadvantageous time or incur extra costs by borrowing the cash.
A recent analysis by Patrick Geddes, chief investment officer and partner of investment firm Aperio Group, found that even a portfolio that excluded all fossil fuel companies would incur significantly less financial risk than would the practice of active stock selection.